Estabrook Capital Management’s Coca-Cola KO Stock Holding History

Estabrook Capital Management’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$674K	Hold	8,862	–	–	0.1%	88
2025 Q4	$620K	Sell	8,862 -3,676	-29%	-$256K	0.09%	87
2025 Q3	$832K	Hold	12,538	–	–	0.12%	80
2025 Q2	$887K	Hold	12,538	–	–	0.14%	82
2025 Q1	$898K	Sell	12,538 -2,000	-14%	-$134K	0.15%	80
2024 Q4	$905K	Hold	14,538	–	–	0.14%	79
2024 Q3	$1.04M	Hold	14,538	–	–	0.16%	82
2024 Q2	$925K	Hold	14,538	–	–	0.14%	82
2024 Q1	$889K	Sell	14,538 -200	-1%	-$12K	0.14%	80
2023 Q4	$869K	Sell	14,738 -156	-1%	-$8.86K	0.14%	79
2023 Q3	$834K	Hold	14,894	–	–	0.15%	81
2023 Q2	$897K	Sell	14,894 -130	-0.9%	-$8.09K	0.15%	82
2023 Q1	$932K	Hold	15,024	–	–	0.16%	80
2022 Q4	$956K	Hold	15,024	–	–	0.16%	78
2022 Q3	$842K	Buy	15,024 +7	+0%	+$435	0.16%	77
2022 Q2	$945K	Hold	15,017	–	–	0.16%	78
2022 Q1	$931K	Buy	15,017 +76	+0.5%	+$4.62K	0.14%	79
2021 Q4	$885K	Buy	14,941 +79	+0.5%	+$4.4K	0.13%	82
2021 Q3	$780K	Hold	14,862	–	–	0.12%	84
2021 Q2	$804K	Hold	14,862	–	–	0.12%	86
2021 Q1	$783K	Hold	14,862	–	–	0.12%	85
2020 Q4	$815K	Hold	14,862	–	–	0.14%	81
2020 Q3	$734K	Sell	14,862 -154	-1%	-$7.41K	0.13%	78
2020 Q2	$671K	Hold	15,016	–	–	0.13%	76
2020 Q1	$664K	Hold	15,016	–	–	0.14%	77
2019 Q4	$831K	Hold	15,016	–	–	0.13%	83
2019 Q3	$817K	Buy	15,016 +310	+2%	+$16.6K	0.14%	83
2019 Q2	$749K	Hold	14,706	–	–	0.12%	87
2019 Q1	$689K	Sell	14,706 -300	-2%	-$14K	0.11%	85
2018 Q4	$711K	Sell	15,006 -175	-1%	-$8.38K	0.13%	79
2018 Q3	$701K	Hold	15,181	–	–	0.11%	88
2018 Q2	$666K	Buy	15,181 +1,550	+11%	+$66.9K	0.1%	87
2018 Q1	$592K	Hold	13,631	–	–	0.09%	91
2017 Q4	$625K	Hold	13,631	–	–	0.09%	89
2017 Q3	$614K	Hold	13,631	–	–	0.1%	91
2017 Q2	$611K	Sell	13,631 -70	-0.5%	-$3.09K	0.1%	94
2017 Q1	$581K	Sell	13,701 -2,500	-15%	-$104K	0.09%	95
2016 Q4	$672K	Sell	16,201 -250	-2%	-$10.4K	0.11%	91
2016 Q3	$696K	Hold	16,451	–	–	0.1%	89
2016 Q2	$746K	Hold	16,451	–	–	0.11%	86
2016 Q1	$763K	Sell	16,451 -445	-3%	-$19.4K	0.11%	85
2015 Q4	$726K	Sell	16,896 -500	-3%	-$21.2K	0.11%	88
2015 Q3	$698K	Sell	17,396 -2,000	-10%	-$80.1K	0.1%	89
2015 Q2	$761K	Sell	19,396 -100	-0.5%	-$4.07K	0.09%	96
2015 Q1	$791K	Sell	19,496 -500	-3%	-$20.9K	0.09%	97
2014 Q4	$844K	Sell	19,996 -75	-0.4%	-$3.2K	0.09%	95
2014 Q3	$856K	Hold	20,071	–	–	0.09%	91
2014 Q2	$850K	Hold	20,071	–	–	0.09%	95
2014 Q1	$776K	Sell	20,071 -5,167	-20%	-$200K	0.08%	100
2013 Q4	$1.04M	Buy	25,238 +442	+2%	+$17.4K	0.11%	95
2013 Q3	$939K	Hold	24,796	–	–	0.1%	100
2013 Q2	$995K	Buy	+24,796	New	+$1.03M	0.11%	100

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Estabrook Capital Management's KO Position: Q1 2026 in Review

Estabrook Capital Management held its Coca-Cola (KO) position steady in Q1 2026 at 8,862 shares worth $674K. The position accounts for 0.1% of the portfolio, ranked #88.

Estabrook Capital Management first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.04M in Q3 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Estabrook Capital Management held 8,862 shares of Coca-Cola worth $674K as of Q1 2026.
Estabrook Capital Management left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.1% of Estabrook Capital Management's portfolio in Q1 2026, its #88 holding.
Estabrook Capital Management first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
Estabrook Capital Management's Coca-Cola position peaked at $1.04M in Q3 2024.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Estabrook Capital Management's 13F filing for Q1 2026, filed 14 May 2026.